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اعرض الأسهم الأقل من قيمتها
(0P00018TVQ) UBS (Lux) Equity SICAV - US Opportunity (USD) I-X-acc
إضافة إلى/حذف من محفظة
أضف محفظة
203.040
+0.640
+0.32%
10/05 - مغلق. العملة ب USD
النوع:
رأسمال
السوق:
لوكسمبورغ
المُصدر:
UBS Fund Management (Luxembourg) S.A.
ISIN:
LU0399040046
فئة الاصل:
سهم
- تقييم وكالة (مورننغستار):
- مجموع الأصول: 134.53M
UBS (Lux) Equity SICAV US Opportunity (USD) I X
203.040
+0.640
+0.32%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - 0P00018TVQ
تجد في هذه الصفحة تعريفًا تفصيليًا لـ UBS (Lux) Equity SICAV - US Opportunity (USD) I-X-acc. تعرف على أهم أعضاء الكادر الإداري لـ0P00018TVQ وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg
Luxembourg, L-1855
Luxembourg
الهاتف
+352-441 0101
الموقع الإلكتروني
www.ubs.com/funds
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Joseph R. Elegante | Senior Portfolio Manager | 2020 | الآن |
| السيرة الذاتية | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
| Adam Jokich | - | 2020 | الآن |
| السيرة الذاتية | Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process. Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities. Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
| Jin Jin Fan | - | 2020 | 2021 |
| Sonia Dobosz | - | 2017 | 2020 |
| Ian McIntosh | Vice President | 2015 | 2020 |
| السيرة الذاتية | Ian McIntosh is a Senior Portfolio Manager on the US Intrinsic Value Equity team. He is also Deputy Head of Active Equities. Prior to joining UBS Asset Management in 2004, Ian was a Vice President at JP Morgan Fleming Asset Management in New York. Ian led teams responsible for the global equity dividend discount model, a structured equity portfolio optimizer and fixed income front-office analytics. Ian began his career at the JP Morgan Investment Bank in London as a Quantitative Systems Analyst. He was responsible for developing exotic FX option analytics and a relative-value proprietary trading model. Ian is a Regular Member of the CFA Society of Chicago and the CFA Institute. | ||
| Thomas J. Digenan | Head | 2015 | 2020 |
| السيرة الذاتية | Mr. Digenan is the head of the US Intrinsic Value Equity team at UBS Asset Managment. Prior to this role, Tom had been a Strategist with the team since 2001. Prior to that, Tom was president of the firm’s mutual funds and relationship funds organization. Prior to joining the UBS predecessor organization Brinson Partners in 1993, Tom was a senior manager in the tax department of KPMG Peat Marwick. Tom is a member of the CFA Institute and the American Institute of Certified Public Accountants, and he is on the board of CFA Society Chicago. | ||
| Shari Gilfillan | - | 2016 | 2017 |
| John C. Leonard | Head | 2013 | 2015 |
| السيرة الذاتية | John C. Leonard is Global Head of Equities and a Member of the UBS Group Managing Board. Mr. Leonard has been an investment professional with UBS Global Asset Management since 1991 and a portfolio manager of the Fund since 2012. | ||
| Management Team | - | 2006 | 2013 |
| السيرة الذاتية | Team Managed | ||
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